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Pinnacle Associates’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Pinnacle Associates’s Portfolio IHDG Stock Details IHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,000
Closed -$217K – 855
2025
Q1 		$217K Buy
+5,000
New +$227K ﹤0.01% 780

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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Associates's IHDG Position: Q2 2025 in Review

Pinnacle Associates sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 5,000 shares — an estimated $217K sold.

Pinnacle Associates first reported a position in IHDG in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 252 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Pinnacle Associates reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Associates sold 5,000 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $217K.
  • Pinnacle Associates first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and held it in 1 quarter.
  • Pinnacle Associates's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $217K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Pinnacle Associates's 13F filing for Q2 2025, filed 4 Aug 2025.